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Added 11 mins ago
L
Holiday Customer Service Representative (Fixed Term)
LCBO
Perth, ON
- Part-time
The LCBO is seeking Holiday Customer Service Representatives who are passionate about delivering exceptional customer experiences in our retail stores across Ontario from November 16 to…
Added 11 mins ago
L
Holiday Customer Service Representative (Fixed Term)0303
LCBO
Chesterville, ON
- Part-time
The LCBO is seeking Holiday Customer Service Representatives who are passionate about delivering exceptional customer experiences in our retail stores across Ontario from November 16 to…
Added 26 mins ago
EG
Area Vice President - West
Endress+Hauser Group
ON · Ontario, Canada
- Full-time
Foster a growth mindset based on high levels of accountability, sales data analysis, and collaboration between internal and representative resources.
Added 26 mins ago
TA
Customer Service Representative (Saskatoon) Part-Time
Trail Appliances AB/SK
Saskatoon, SK
- Part-time
As a Customer Service Representative you will be the first point of contact, creating a positive and lasting impression of our company and brand. With a "people-first" attitude,…
Added 26 mins ago
S
Customer Service Representative - Data Entry (6 Month Contract)
SGS
Vancouver, BC
- Contract
Check work instructions, method code, reporting, pricing and invoicing instructions with respect to sales quotations, client instructions and client profile information.
Added 26 mins ago
S
Customer Service Representative - Data Entry (6 Month Contract)
SGS
Vancouver, BC
- Contract
Check work instructions, method code, reporting, pricing and invoicing instructions with respect to sales quotations, client instructions and client profile information.
Added 26 mins ago
DF
Wealth Advisor - Orangeville/Newmarket
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management…
Added 26 mins ago
S
Manager, Content strategy and Operations
Stingray
Toronto, ON
- Full-time
Reporting to the Creative Director and working closely with Sales, Operations, and our creative teams, the Manager, Content Strategy & Operations will play a key role in developing content…
Added 26 mins ago
D
Business Development Manager | GTA
Digicast
Toronto, ON
- Full-time
We are looking for a strategic, driven, relationship-focused sales professional to build and grow Digicast’s Toronto market.
Added 26 mins ago
MC
Sales Merchandiser - Part Time
Merchandising Consultants Associates
Edmonton, AB · South Edmonton, AB
- $16 to $17 CAD / hour
- Part-time
- Contract
…with Canada and the USA’s top brands, delivering exceptional service that blends agility, experience, and a people-first mindset. Our mission is to provide executional excellence and agile…
Added 26 mins ago
TA
Customer Service Representative (Saskatoon) Part-Time
Trail Appliances Ltd.
Saskatoon, SK
- Part-time
As a Customer Service Representative you will be the first point of contact, creating a positive and lasting impression of our company and brand. With a “people-first” attitude,…
Added 26 mins ago
LA
Automotive Parts Representative
Lordco Auto Parts
Canada
- Full-time
Provide exceptional customer service experience
Added 26 mins ago
V
Financial Services Representative - North Vancouver (8-Month Contract)
Vancity
North Vancouver, BC
- Full-time
Proven Sales Success – Experience exceeding goals in retail or service environments
Added 55 mins ago
GC
Sales & Service Representative
Grainger Canada
Calgary, AB
- Full-time
The Sales & Service Representative (SSR) is responsible for the end-to-end delivery of Integrated Customer Solutions (ICS) at assigned customer sites. Operating across multiple customer…
Added 55 mins ago
S
National Key Account Manager
Solina
Toronto, ON
- Full-time
…Manager - QSR owns a portfolio of named Canadian Tier 1 quick-service restaurant and FSR customers. This is a national account role, not a geographic territory or distributor-led sales…
Added 1 hour ago
V
Financial Services Representative - North Vancouver (8-Month Contract)
Vancity
North Vancouver, BC
- Full-time
Proven Sales Success - Experience exceeding goals in retail or service environments
Added 1 hour ago
MH
VIE – Demand Planning Analyst – Moët Hennessy Brands
Moët Hennessy
Montreal, QC
- Other
Lead monthly Demand Reviews with Central and Maison teams, covering forecasts, Sales Forecast Accuracy (SFA), business updates, risks and opportunities.
Added 1 hour ago
NC
Manager, Content strategy and Operations
Newfoundland Capital Corporation Limited
Toronto, ON
- Full-time
Reporting to the Creative Director and working closely with Sales, Operations, and our creative teams, the Manager, Content Strategy & Operations will play a key role in developing content…
Added 1 hour ago
RM
Inside Sales Representative
Rochester Midland Corporation
Ajax, ON
- Full-time
Proactive and results-driven Inside Sales Representative to focus on renewing service contracts and maintaining strong relationships with existing customers. In this role, you will be…
Added 1 hour ago
HL
Technical Sales Representative
Hydrasurvey Ltd.
Calgary, AB
- Full-time
As our Technical Sales Representative, you’ll increase revenue across Canada and the U.S., build strong client relationships and lead the entire sales cycle to help shape our North American…
Added 1 hour ago
T
Part Time Sales Representative Koodo | Cottonwood Mall
TELUS
Chilliwack, BC
- Part-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 1 hour ago
T
Part Time Sales Representative (Koodo) | Cross Iron Mills
TELUS
Rocky View, AB
- Part-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 1 hour ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 1 hour ago
TH
Customer Experience Representative
Trudell Healthcare Solutions Inc.
London, ON
- Full-time
The Position: To provide excellent customer service and maintain strong professional relationships with customers, sales team and internal departments. This position is responsible for…
Added 1 hour ago
DD
Strategic Account Representative
D&H Distributing
Mississauga, ON
- Full-time
Customer facing sales role, responsible for assigned accounts, both active and inactive, including revenue, margin, and breadth growth, customer contact, and sales and service. Accountable…

PIA Client Service Associate (12M STA)

Whitby, ON, Canada

$43,300 - $56,700 CAD · Full-time

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Job details

Pay: $43,300 - $56,700 CAD
Job type: Full-time
Apply by: Nov 11, 2026
Experience: 1–2 years of relevant experience, ideally in banking, administrative roles, or related fields
Posting language: English
Posted: Oct 28, 2026

Original job description

Work Location:

Whitby, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$43,300 - $56,700 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

12 Month Short Term Assignment.

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin – and grow – a lasting, progressive, and rewarding career in wealth.

Are you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience.

In addition, you will:

Prepare documentation and provide updates to IAs in preparation for client meetings

Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities

Accept/create leads and ensure correct referral coding administration

Submit marketing pieces for approval, compile client information packages, maintain marketing materials

Become familiar with and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials

Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage

Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion

Adhere to all policies and procedures and maintain a culture and operation of risk management

Use insights to continually improve individual and team performance for clients

Participate fully as a team member, continually improving knowledge and keeping others informed and up to date about status and progress, issues or other related activities

Job Requirements

Undergraduate degree or community college diploma preferred

Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)

1–2 years of relevant experience, ideally in banking, administrative roles, or related fields

Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently

Knowledge of wealth management and/or operations is an asset

Knowledge of investment products is an asset

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

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More about this job

Responsibilities

Provide specialized administrative support to an Investment Advisor or team, including preparing meeting documents, creating client account reports, and handling client inquiries. Support referrals and marketing activities, maintain compliance with account documentation and policies, and deliver high-quality service while contributing to team performance.

Requirements

A postsecondary degree or community college diploma is preferred, and candidates must obtain Investment Representative licensing with CIRO. The role seeks 1–2 years of relevant experience, strong communication and relationship-building skills, and the ability to work collaboratively, confidentially, and independently; wealth management, operations, and investment product knowledge are assets.

Skills

Attention To Detail
Client Service
Communication
Relationship Building
Collaboration
Confidentiality
Independent Work
Administrative Support
Client Account Reporting
Investment Products
Wealth Management
Compliance
Marketing Materials
Referral Administration
Risk Management
Organization

Benefits

Health And Well-Being Benefits
Savings And Retirement Programs
Paid Time Off
Banking Benefits And Discounts
Career Development
Reward And Recognition Programs

Visa sponsorship

Not detected in the job text

Keywords

TD Wealth
Private Investment Advice
Wealth Management
Investment Advisor
Investment Representative
CIRO
Client Service
Administrative Support
Client Account Reporting
Client Meetings
Investment Products
Account Documentation
Compliance
Marketing Materials
Referral Coding
Lead Management
Risk Management
Client Experience
Customer Inquiries
Portfolio
Operations
Confidentiality

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